HOWARD WEALTH MANAGEMENT, LLC
Madison CT · SEC CIK 0001766286
$2.70亿2026Q2 申报市值
156持仓数
34.3%前十大占比 · 第一大 7.0%
12 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JAAA 加仓+$207.68万
FLDR 加仓+$199.26万
VYM 加仓+$113.83万
INTC 新建仓+$59.15万
VEU 加仓+$58.30万
2026Q2 卖出最多 按季末市值估算
JPST 减仓-$41.07万
BND 减仓-$29.51万
BIZD 减仓-$23.14万
IVW 减仓-$20.79万
ABBV 减仓-$15.67万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $109.69万 | 0.41% | 18,044 | -435 | -2.4% | -$2.64万 | 减仓 |
| V | VISA INC | $110.88万 | 0.41% | 3,231 | -126 | -3.8% | -$4.32万 | 减仓 |
| BIZD | VANECK ETF TRUST | $122.26万 | 0.45% | 96,570 | -18,279 | -15.9% | -$23.14万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $125.31万 | 0.46% | 50,064 | 2,352 | 4.9% | $5.89万 | 加仓 |
| SDY | SPDR SERIES TRUST | $127.03万 | 0.47% | 8,347 | -216 | -2.5% | -$3.29万 | 减仓 |
| EES | WISDOMTREE TR | $130.01万 | 0.48% | 19,178 | -5 | -0.0% | -$339 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $135.54万 | 0.50% | 14,056 | -63 | -0.4% | -$6,075 | 减仓 |
| VXF | VANGUARD INDEX FDS | $139.71万 | 0.52% | 5,674 | -182 | -3.1% | -$4.48万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $139.83万 | 0.52% | 4,271 | 57 | 1.4% | $1.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $142.33万 | 0.53% | 7,113 | 121 | 1.7% | $2.42万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $143.36万 | 0.53% | 1,532 | -6 | -0.4% | -$5,615 | 减仓 |
| ITA | ISHARES TR | $151.14万 | 0.56% | 6,234 | -175 | -2.7% | -$4.24万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $151.86万 | 0.56% | 26,887 | 510 | 1.9% | $2.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $156.97万 | 0.58% | 4,207 | 87 | 2.1% | $3.25万 | 加仓 |
| VHT | VANGUARD WORLD FD | $158.40万 | 0.59% | 5,297 | -86 | -1.6% | -$2.57万 | 减仓 |
| PFXF | VANECK ETF TRUST | $159.96万 | 0.59% | 89,663 | 1,277 | 1.4% | $2.28万 | 加仓 |
| IOO | ISHARES TR | $163.47万 | 0.60% | 11,967 | -109 | -0.9% | -$1.49万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $180.05万 | 0.67% | 35,731 | -312 | -0.9% | -$1.57万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $240.26万 | 0.89% | 6,492 | -268 | -4.0% | -$9.92万 | 减仓 |
| CWB | SPDR SERIES TRUST | $247.14万 | 0.91% | 22,921 | -302 | -1.3% | -$3.26万 | 减仓 |
| VV | VANGUARD INDEX FDS | $248.79万 | 0.92% | 7,234 | -257 | -3.4% | -$8.84万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $250.59万 | 0.93% | 103,080 | 3,663 | 3.7% | $8.90万 | 加仓 |
| QQQ | INVESCO QQQ TR | $263.24万 | 0.97% | 3,574 | -27 | -0.7% | -$1.99万 | 减仓 |
| FLTR | VANECK ETF TRUST | $268.73万 | 0.99% | 104,932 | 4,068 | 4.0% | $10.42万 | 加仓 |
| GOOG | ALPHABET INC | $279.27万 | 1.03% | 7,904 | -12 | -0.2% | -$4,240 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $288.87万 | 1.07% | 39,349 | -4,020 | -9.3% | -$29.51万 | 减仓 |
| AMZN | AMAZON COM INC | $292.66万 | 1.08% | 12,279 | -41 | -0.3% | -$9,772 | 减仓 |
| VXUS | VANGUARD STAR FDS | $295.69万 | 1.09% | 34,587 | 1,986 | 6.1% | $16.98万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $325.16万 | 1.20% | 14,920 | -101 | -0.7% | -$2.20万 | 减仓 |
| GOOGL | ALPHABET INC | $387.18万 | 1.43% | 10,834 | -374 | -3.3% | -$13.37万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $399.13万 | 1.48% | 34,210 | 70 | 0.2% | $8,167 | 加仓 |
| IVW | ISHARES TR | $404.42万 | 1.50% | 29,406 | -1,512 | -4.9% | -$20.79万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $408.28万 | 1.51% | 80,736 | -8,122 | -9.1% | -$41.07万 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $415.53万 | 1.54% | 160,988 | 17,090 | 11.9% | $44.11万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $439.39万 | 1.62% | 207,945 | 22,888 | 12.4% | $48.36万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $453.23万 | 1.68% | 208,429 | 23,710 | 12.8% | $51.56万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $461.16万 | 1.71% | 277,058 | 22,235 | 8.7% | $37.01万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $466.18万 | 1.72% | 8,025 | -19 | -0.2% | -$1.10万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $467.68万 | 1.73% | 209,291 | 22,390 | 12.0% | $50.03万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $484.70万 | 1.79% | 57,874 | 6,961 | 13.7% | $58.30万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $485.28万 | 1.79% | 211,404 | 20,300 | 10.6% | $46.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $496.51万 | 1.84% | 7,229 | -220 | -3.0% | -$15.11万 | 减仓 |
| IVV | ISHARES TR | $499.70万 | 1.85% | 6,672 | -141 | -2.1% | -$10.56万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $503.00万 | 1.86% | 6,735 | 89 | 1.3% | $6.65万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $505.80万 | 1.87% | 100,177 | 41,132 | 69.7% | $207.68万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $512.37万 | 1.89% | 102,249 | 39,765 | 63.6% | $199.26万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $534.60万 | 1.98% | 34,061 | -686 | -2.0% | -$10.77万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $557.39万 | 2.06% | 300,074 | 16,088 | 5.7% | $29.88万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $577.10万 | 2.13% | 283,380 | 14,304 | 5.3% | $29.13万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $593.07万 | 2.19% | 302,354 | 14,258 | 4.9% | $27.97万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $594.43万 | 2.20% | 304,444 | 14,737 | 5.1% | $28.77万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $619.66万 | 2.29% | 26,188 | -419 | -1.6% | -$9.91万 | 减仓 |
| VB | VANGUARD INDEX FDS | $995.03万 | 3.68% | 32,826 | 961 | 3.0% | $29.13万 | 加仓 |
| AAPL | APPLE INC | $1,070.08万 | 3.96% | 36,980 | 1,515 | 4.3% | $43.84万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,850.12万 | 6.84% | 214,780 | 16 | 0.0% | $1,378 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,894.20万 | 7.00% | 119,863 | 7,203 | 6.4% | $113.83万 | 加仓 |